PARSIPPANY — Marco Lima, CFP, and Adam C. Anderson, CFP, CRPC, Private Wealth Advisors with Morris Retirement Advisors, a financial/private wealth advisory practice of Ameriprise Financial Services, Inc. in Parsippany and Sparta, have qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2017.
To earn this achievement, Lima and Anderson established themselves as two of the company’s top advisors by consistently demonstrating exceptional commitment to financial planning and superior client service. Only a select number of high-performing advisors earn this distinction.
As Private Wealth Advisors, Lima and Anderson provide financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. Morris Retirement Advisors has served the Parsippany area since 2014 and the Sparta area since 2015. For more information, please contact Carol Kupetz at (973) 917-3905 or visit the Ameriprise office at 3799 Route 46.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or www.ameripriseadvisors.com/marco.x.lima/
